Inventory and needed items
Track quantities by location and receive approved requests in full or in parts.
Set up items and locations
Use a distinct catalog item and stock unit for each tracked supply. Quantities support up to three decimal places. Once a unit is used in stock or requests, create another item for a different unit. Clear remaining stock before archiving an item or location; restore archived records before posting new stock. Inventory tracks quantities, not stock valuation or automatic Accounting entries.
Post a stock movement
- Choose an active item and enter a positive quantity, date and reference.
- For a receipt, choose only a destination. For an issue, choose only a source. A transfer needs two different locations.
- Save and inspect the movement history and location balances. Issues and transfers cannot exceed available stock; future dates are rejected.
Approve and receive needed items
Submit a needed-item request for review. Approval does not add stock. Only approved requests can receive deliveries, and each receipt must fit the outstanding quantity. Partial deliveries are supported. Use the requested item and unit; a new-item request becomes bound to the first catalog item received. Requesters can withdraw pending requests. Managers can cancel approved requests, but cancellation does not reverse stock already received.
Correct a movement
Reverse the original movement with a correction date and reference. The correction reverses its full quantity and swaps its source and destination; the original remains in history. Each original can be reversed only once, on or after its posting date, subject to available stock. Reversals cannot themselves be reversed. Use a new, accurate movement if a replacement is needed.